Plan Snapshot
- Plan Sponsor: Avox Systems, INC.
- Sponsor EIN: 263112854
- Sponsor Address: 225 ERIE STREET, LANCASTER, NY, 14086
- Plan Type: DC
- Total Participants: 153
- Total Assets: $4.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 153 | $4.9M | $366,556 | $0 |
| 2023 | 143 | $4.7M | $347,159 | $0 |
| 2022 | 127 | $4.5M | $359,578 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| SBFR PARTNERS LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $71,177 | $16,722 | $54,455 | — | — |
| 2023 | $65,270 | $15,655 | $49,615 | — | — |
| 2022 | $81,872 | $27,719 | $54,153 | — | — |